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Re: Sales Alerts

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Lindseyirvine
Level 1

Sales Alerts

I am creating a demo request form. When a lead completes this form I want to send the head of sales an alert through a smart campaign.

 

I set up an email that basically says you have a hot lead that completed a demo request form. How do I include the details of that specific lead every time there is a form fill?

3 ACCEPTED SOLUTIONS

Accepted Solutions
Floyd_Alvares2
Level 8

Re: Sales Alerts

Hi @Lindseyirvine 

You can use person tokens in the alert - Tokens Overview | Adobe Marketo

Hope this helps!

Floyd

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Colin_Ryder
Level 6 - Champion Alumni

Re: Sales Alerts

Are you using SFDC?

We have something set up like this for specific forms. Using tokens and the links are tokens too.

Colin_Ryder_0-1636471768016.png

https://xxxxxx.my.salesforce.com/{{lead.SFDC Id:default=not available}}

Hope that helps.

View solution in original post

Jo_Pitts1
Level 10 - Community Advisor

Re: Sales Alerts

@Lindseyirvine ,

when you use the 'send alert' flow step, you can (in your alert email) reference all the lead values as per any other email.

 

Marketo recognizes you are sending the alert email in relation to the specific lead.

 

Cheers

Jo

View solution in original post

3 REPLIES 3
Floyd_Alvares2
Level 8

Re: Sales Alerts

Hi @Lindseyirvine 

You can use person tokens in the alert - Tokens Overview | Adobe Marketo

Hope this helps!

Floyd

Colin_Ryder
Level 6 - Champion Alumni

Re: Sales Alerts

Are you using SFDC?

We have something set up like this for specific forms. Using tokens and the links are tokens too.

Colin_Ryder_0-1636471768016.png

https://xxxxxx.my.salesforce.com/{{lead.SFDC Id:default=not available}}

Hope that helps.

Jo_Pitts1
Level 10 - Community Advisor

Re: Sales Alerts

@Lindseyirvine ,

when you use the 'send alert' flow step, you can (in your alert email) reference all the lead values as per any other email.

 

Marketo recognizes you are sending the alert email in relation to the specific lead.

 

Cheers

Jo